Strategic Wealth Advisors Group, LLC Schwab Short Term Us Treasury Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 41,559 shares of SCHO stock, worth $1.01 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

41,559

Previous 40,821 1.81%

Holding current value

$1.01 Million

Previous $2.01 Million 0.1%

% of portfolio

0.09%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$48.15 - $49.37 $35,534 - $36,435	738 Added 1.81%	41,559 $2.01 Million
Q2 2022 Aug 12, 2022	SELL	$48.73 - $49.59 $97,265 - $98,981	-1,996 Reduced 4.66%	40,821 $2.01 Million
Q1 2022 May 10, 2022	SELL	$49.47 - $50.82 $12,862 - $13,213	-260 Reduced 0.6%	42,817 $2.12 Million
Q4 2021 Feb 16, 2022	SELL	$50.83 - $51.21 $510,028 - $513,841	-10,034 Reduced 18.89%	43,077 $2.19 Million
Q3 2021 Nov 17, 2021	SELL	$51.18 - $51.3 $333,437 - $334,219	-6,515 Reduced 10.93%	53,111 $2.72 Million
Q2 2021 Aug 10, 2021	SELL	$51.19 - $51.33 $1.51 Million - $1.51 Million	-29,443 Reduced 33.06%	59,626 $3.05 Million
Q1 2021 May 07, 2021	BUY	$51.27 - $51.41 $68,291 - $68,478	1,332 Added 1.52%	89,069 $4.57 Million
Q4 2020 Feb 12, 2021	BUY	$51.37 - $51.48 $4.51 Million - $4.52 Million	87,737 New	87,737 $4.51 Million
Q2 2020 Aug 03, 2020	SELL	$51.53 - $51.71 $1.09 Million - $1.1 Million	-21,211 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$50.48 - $51.73 $286,827 - $293,929	5,682 Added 36.59%	21,211 $1.1 Million
Q4 2019 Feb 10, 2020	BUY	$50.38 - $50.71 $782,351 - $787,475	15,529 New	15,529 $784,000

Others Institutions Holding SCHO

# of Institutions

702

Shares Held

314M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Strategic Wealth Advisors Group, LLC Schwab Short Term Us Treasury Transaction History